Churchill Investment Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Churchill Investment Management LLC
CRD #305060
SEC #801-121168
CIK #0001094749
AUM $10.0 B (2025-04-04)
Employees 87 (63% Investors, 0% Brokers)
Phone646-517-5353
Address1415 Vantage Park Drive
Charlotte, NC 28203
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
151296302011201620212026
Sector Form 13F Holdings Value ($B)
Broadcom Inc 0.1
Nvidia Corp 0.1
Microsoft Corp 0.1
Netflix Inc 0.1
Apple Inc 0.0
Cardinal Health Inc 0.0
Alphabet Inc 0.0
General Electric Co 0.0
Facebook Inc 0.0
CrowdStrike Holdings Inc 0.0
View All
Holdings by Sector ($B)
10.08.06.04.02.00.02012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Churchill Income Opportunity Fund Offshore LP 2023-03-31 38.5
RE Churchill Special Situations Fund LP 2021-03-31 0.0
HF Churchill Income Opportunity Fund LP [2019-11-01] 1.4 2.0
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 6 10.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 0.0
Total 7 10.0
By Discretionary
Discretionary 6 10.0
Non-Discretionary 1 0.0
Total 7 10.0
By Non-United States Persons
Non-United States Persons 10.0
United States Persons 0.0
Total 7 10.0
Form D Directors # Filings # Firms 2011 - 2025
Justin Ehrlich 11
Churchill Income Opportunity Fund GP LLC 1
Sorabh Maheshwari 1
Travis Masters 1
Derrick Land 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001094749]
Comparable Firms State AUM ($B)
Invesco Real Estate Management S RL
13.5
DRA Advisors LLC
NY 13.3
Ellington Management Group LLC
CT 12.3
Angel Oak Capital Advisors LLC
GA 10.2
Heitman Capital Management LLC
IL 8.4
Zimmer Partners LP
NY 7.9
Gresham Investment Management LLC
NY 6.8
GEM Capital LP
IL 6.2
CBRE Global Value Investors LLC
NY 6.1
Prospect Ridge Advisors LLC
NY 5.4
Terms | Privacy | Guide
tony@aum13f.com